Transforming new energy sources requires more policy support.

Transforming new energy sources requires more policy support.

The impact of the COVID-19 epidemic on the automobile industry has gradually emerged, and Moody's, an internationally renowned rating agency, once again drastically lowered its sales forecast for the global automobile market in 2020.

The Securities Daily reporter noted that according to Moody's new forecast, global automobile sales will decrease by 14% in 2020, which is1/0.5 percentage points higher than the previous forecast of 2.5%. At the same time, it is predicted that the overall sales volume of China's automobile market will drop by 65,438+00% in 2020, which is 7.65,438+0 percentage points higher than the previously predicted drop of 2.9%.

People's Republic of China (PRC) Li Keqiang, Premier of the State Council of the People's Republic of China presided over the the State Council executive meeting. The meeting decided to extend the purchase subsidy and exemption from purchase tax for new energy vehicles for two years. The industry generally believes that this move will greatly promote the consumption of new energy vehicles and bring substantial benefits to the new energy vehicle industry.

The epidemic may lead to a sharp drop in global car sales10 million vehicles.

According to relevant statistics, global automobile sales (including passenger cars and commercial vehicles, etc. ) 20 19 years is 90.32 million. According to Moody's forecast, overall, global automobile sales will drop by 14%, with a sharp drop of120,000 vehicles, falling below the mark of 80 million vehicles. This figure even exceeds the annual sales performance of Volkswagen Group, the world's largest automobile manufacturer.

At the same time, as the largest single automobile market in the world, data show that in 20 19, the sales volume of China automobile market (including passenger cars and commercial vehicles) reached 25.769 million. According to Moody's latest forecast, the decrease of 10% means that the sales volume of China automobile market will decrease by about 2.58 million vehicles in 2020.

The reporter looked up the production and sales data of domestic independent brand car companies and found that in 20 19, the annual sales volume of Great Wall Motor and Geely Automobile was1060,000, and the cumulative sales volume of the two car companies was about 2.42 million.

In fact, in addition to Moody's, IHS Markit, a well-known market research institution, also believes that the global automobile market in 2020 is not optimistic. According to the forecast of IHS Markit, in 2020, global automobile shipments will decrease by more than 65,438+02%, while China automobile market will decrease by 65,438+00%. From this point of view, the forecast data of the two institutions are showing a view that 2020 may become the most difficult year for the global and China auto markets. This statement has also been confirmed by Geely Automobile.

Geely Automobile released its 20 19 performance report. An Conghui, president of Geely Holding Group, said that the COVID-19 epidemic has seriously affected the company's supply chain and production level, which will bring additional pressure on its turnover and profitability in 2020. It says that 2020 may be the most difficult year in history.

Extending subsidies to promote the smooth operation of domestic automobile market

In this context, the the State Council executive meeting decided to extend the purchase subsidy and purchase tax exemption policy for new energy vehicles for two years. The industry generally believes that this will further promote the consumption of new energy vehicles. Automobile purchase tax accounts for 10% of vehicle expenses. This part of tax incentives will further enhance the price advantage of new energy vehicles and strive for greater growth space for the unprofitable new energy vehicle industry.

Cui Dongshu, Secretary-General of the Passenger Car Market Information Association, said, "The production of new energy vehicles is 50,000, down 63% year-on-year, of which the cumulative decline of new energy vehicles is 58%, and the new energy vehicle market in China is seriously depressed. The European new energy vehicle market performed strongly, with a year-on-year growth of 122%. Therefore, China needs to increase subsidy support. "

"In addition to extending the subsidy policy, it is suggested that the encouragement policy should extend from the manufacturing end to the subsidy for buyers, and there should be more policy support in the use process, such as giving new energy vehicles priority in expressway and giving new energy vehicles more road rights in first-tier cities. Multiple support will have a better promotion effect on new energy vehicles. " China automobile dealers association Deputy Secretary-General Lang said. In this regard, Cui Dongshu also stressed that continuing subsidies will promote the sales of new energy vehicles, but China must also keep up with the international pace. "Especially in Europe, new energy vehicles have been developing at a high speed and undergoing rapid transformation. Domestic car companies should strengthen the new energy transformation route and strive to promote the transformation of traditional cars to new energy. "